Switching Between Periods Presented Using Rolling-12 Summations

[ShrimpCreole]

I can not for the life of me figure how to write a measure where I can show rolling-12 revenue from month to month and provide the user the ability to select the period to view it in (2, 3, 5, 10 year).

Help!

[Shaurya]

Hi @ShrimpCreole,

I am trying to figure out precisely, what you want. I get that you need cumulative revenue across months. Care to elaborate how you want the period selection to work?

[ShrimpCreole]

Sorry I did a poor job of explaining my issue.

I want the user to have the ability to select the viewing period using the attached visual.   I can do this when I display monthly revenue totals, but do not know how to do so showing roll-12 totals.  The chart would provide monthly figures over the period.

[v-easonf-msft · Accepted solution]

Hi， @ShrimpCreole 

Try to enter a new table :

YTD =
CALCULATE ( SUM ( Sales[Sales Amount] ), DATEADD ( 'Date'[Date], -1, YEAR ) )

13M =
CALCULATE ( SUM ( Sales[Sales Amount] ), DATEADD ( 'Date'[Date], -13, MONTH ) )

....

Then add a new measure like:

New measure=
SWITCH (
    SELECTEDVALUE ( 'Slicer Table'[Period] ),
    "YTD", [YTD],
    "13M", [13M],
    "2YR", [2YR],
    "3YR", [3YR],
    "5YR", [5YR],
)

Best Regards,
Community Support Team _ Eason